Led planning and strategy for information systems supporting fundraising and alumni. Direct the scope, management and coordination of solutions, and delivery of the Advancement customer relationship management (CRM) system to the University of Houston - System. Create fundraising and alumni analytics, benchmarking and surveys for the division, and manages a team of reporting analysts and programmers providing standard and customized reporting and development solutions.

I oversaw the Systems and Reporting teams responsible for UH Advancement’s systems and managing the relationship with the respective vendors and users. My teams were responsible for Data Architecture, Training, Analytics, and Reporting. The primary functions of these teams were to ensure that the data is clean and accurate; provide data analytic services to help strategically identify trends, prospects, or user defined outcomes; develop strategic and operational reporting using a variety of tools and technologies; serve as advisors, collaborators, trainers, and adhoc services as required by the division or project requirements.

Led a session on how SQL Server Reporting Services (SSRS) and Sharepoint were used to develop a dashboard and drilldown reports. We will review the technology, points of integration, and how we developed a reporting framework to support drillable/interactive reports. In addition, learn next steps that we're taking in developing interactive reports without using expensive software.

Led cross functional teams (marketing, technology, business, and sales) towards innovative solutions that enhanced call center, annual giving, and fundraising operations. In addition to supporting enterprise wide initiatives and annual operations.Key Accomplishment: Developed Capital campaign reports (financial, performance, and projections) for senior executives and external stakeholders. Created reports and statistical models to facilitate the identification and selection of the top potential prospects for major gifts. Estabilshed Online receipting for both yearly summary and individuals gifts available 24/7 through CRM. Created and online Archive system in Sharepoint for journal/scholarly publications, awards, stories/news clippings, photos, or biographical artifacts. Led the development and execution of the business process modeling and documentation project that updated and created business and technical processes necessary to support our unit functions.

My focus was developing and designing innovative solutions and processes that enhance strategies and initiatives focused on institutional fundraising, constituent data acquisition, and alumni engagement efforts. These solutions integrated a variety of technological systems and collaborative business partnerships. Other responsibilities focused on identifying and assessing emerging technologies that may prove critical for enhancing donor relations or donor acquisition strategies, while using predictive modeling methodologies to provide additional layers of analysis in executing the overall mission institutional advancement.Key accomplishments: Created the division first intranet using Sharepoint 2007/2010. Created a constituent affinity scoring system to gauge propensity for constituents to give and developed a framework from which to conduct such efforts. Led the team and developed the processes that allowed for acceptance and processing of recurring credit card donations to the institution. Oversaw and executed the data gathering, distribution, and coding of the Alumni Attitude Survey Project that was distributed to over 100K alumni. Created Alumni Scholarship system in Sharepoint (2010) capable of storing, reviewing and scoring applications. Developed a new GA position within the unit to help build a career track within advancement and develop awareness about advancement services within our student population. Designed software and business protocols to automate the gift processing of payroll and external/3rd party funding sources.

As the principle lead and director of technological initiatives for the Athletic Study Center, I created the strategic direction, managed and executed projects, and maintained relationships with our vendors and support personal. As an academic advisor I oversaw the academic, civic, and professional development plans for the Men’s and Women’s Basketball and Track and Field team. I routinely met with senior leadership of the Athletic department to discuss current initiatives for student-athlete development and technological initiatives. Created software and business processes to support new academic programs and NCAA reforms resulting in over 200 hours in recovered labor and approximately $10,000.00 in annual costs. These solutions used a variety of software languages: ASP/JavaScript, VBA (Excel, Access).